Analyst, Senior Tax

We are seeking a Senior Tax Analyst to join our Family Office tax team.

This role offers the opportunity to work on complex tax matters for high-net-worth individuals and related entities in a collaborative environment.

The Senior Tax Analyst's responsibilities include, but are not limited to:


* Prepare federal and state income tax returns for investment partnerships, complex trusts, private foundations, and individuals using leading tax compliance software.


* Perform self-review of prepared tax returns and clear internal review notes.


* Assist with federal and state tax notices and audits.


* Monitor and analyze changes in federal tax laws, regulations, rulings, and court decisions; assess their impact and implement compliance strategies.


* Identify and resolve technical tax issues, applying authoritative guidance to support conclusions.


* Conduct tax research and stay current on regulatory developments.

The successful candidate will meet the following qualifications:


* Bachelor's degree in Accounting required; CPA certification preferred .


* MBA or Master's in Taxation is a plus.


* 2 years of experience with a regional, national, or Big 4 public accounting firm.


* Experience working with high-net-worth individuals or a private client background is preferred.


* Strong knowledge of state income and franchise tax compliance across multiple jurisdictions .


* Expertise in tax compliance, research, and technical interpretation, with a solid understanding of the Internal Revenue Code for partnerships, trusts, private foundations, and individuals.


* Exceptional analytical, communication, and interpersonal skills.


* Proficiency in Microsoft Excel, including pivot tables, XLOOKUP, and INDEX-MATCH, and familiarity with tax software such as CCH Axcess Tax and Checkpoint Edge.


* Highly organized, detail-oriented, and able to manage multiple priorities and deadlines.


* Self-motivated with the ability to work independently and collaboratively .